Email Actions Available in Company and Custom Object Workflows
Use Email Actions in Company and Custom Object Workflows, making it easier to automate communication beyond contact-based workflows. See how to put them to use!
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NOTE: Before using the search bar,
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our entire library of updates.
Use Email Actions in Company and Custom Object Workflows, making it easier to automate communication beyond contact-based workflows. See how to put them to use!
Setting up Custom Objects is now easier with pre-built, industry-specific templates that include ready-to-use objects, fields, and associations so you can get started faster. Let’s see how it works!
Associating objects inside your CRM helps you keep their updates connected and relevant information accessible at any needed stage. However, until now, this has not been possible within companies, limiting your B2B capabilities. This update fixes that constraint. Let’s learn how to use it!
Notes help you easily keep track of small details and special requirements, putting these points down in an accessible format so your teams always have the full picture right where they need it. And now, you can add them to your Custom Objects. Let's learn how to use them!
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